Nationwide Checklist: does your adviser represent you?

[Marc]

THE SECRET SOCIETY OF REAL FINANCIAL ADVISERS
A MANIFESTO:

one: we are fiduciaries
two: we are committed to professional education
three: we understand that planning is a ongoing process
four: we listen more than we talk
five: we make things as simple as possible
six: we practice what we preach
seven: we focus on things we can control

 

[extopia]

eight: we love clichés

 

[Marc]

Why do you think these are cliches?
In my experience these are hardly the characteristics of financial salespeople.

 

[Bronte]

What is this thread about Marc?

 

[extopia]

What is this thread about Marc?

Well the "we" suggests an identification with these allegedly "real financial advisers". So in making public this secret manifesto, perhaps Marc is trawling for business?

Gold, anyone?

 

[Marc]

“Men brave and generous live the best lives, seldom will they sorrow; then there are fools, afraid of everything, who grumble instead of giving.”

http://www.realfinancialplanners.com/

 

[Dave Vanian]

Nine: We'll charge whopping great fees.